Organizations in Wealth Management
| Name | Industry | Address | |
|---|---|---|---|
|
Yes Bank Yes Bank is a private sector bank that offers comprehensive banking and financial solutions to its customers. NSE:YESBANK |
Banking, Finance, Financial Services, Venture Capital, Wealth Management | Mumbai, Maharashtra, India |
|
|
FNZ FNZ partners with financial institutions to enable them to provide multi-channel wealth management services to their clients. |
Finance, Financial Services, FinTech, Wealth Management | London, England, United Kingdom |
|
Axis Bank Axis Bank is a banking institution offering commercial, corporate and retail banking, and treasury operations. NSE:AXISBANK |
Banking, Financial Services, Insurance, Wealth Management | Mumbai, Maharashtra, India |
|
|
MobiKwik MobiKwik is a financial services company that provides a fintech platform designed for online payments, life insurance, and loans. |
Consumer Lending, Financial Services, FinTech, Lending, Mobile Payments, Payments, Wealth Management | Gurgaon, Haryana, India |
|
|
Scripbox Scripbox is an online mutual funds investment platform. |
Angel Investment, Finance, Financial Services, FinTech, Wealth Management | Bangalore, Karnataka, India |
|
|
Dezerv. Deserv offers an integrated portfolio approach to investment, providing higher returns with lower risk. |
Financial Services, FinTech, Wealth Management | Mumbai, Maharashtra, India |
|
|
JP Morgan JP Morgan offers financial services, serving large multinationals, emerging companies, institutional investor, and individuals. |
Banking, Credit Cards, Finance, Financial Services, Wealth Management | New York, New York, United States |
|
Moneyfarm Moneyfarm is a digital wealth manager that offers online financial advisory and investment services. |
Advice, Financial Services, FinTech, Wealth Management | London, England, United Kingdom |
|
|
SmartAsset SmartAsset is an online destination for financial advice that powers SmartAdvisor, a marketplace connecting consumers to financial advisors. |
Finance, Financial Services, FinTech, Marketplace, Personal Finance, Wealth Management | New York, New York, United States |
|
Credit Suisse Credit Suisse Group is a financial services company that advises clients in all aspects of finance. SWX:CSGN |
Banking, Financial Services, Personal Branding, Wealth Management | Zürich, Zurich, Switzerland |
|
|
Casa Casa helps consumers and companies securely store cryptocurrencies and manage private keys. |
Bitcoin, Cryptocurrency, FinTech, Security, Wealth Management | Denver, Colorado, United States |
|
|
Wint Wealth Wint Wealth is a platform for retail investors to invest in assets that give higher fixed deposit returns that are less risky than equities. |
Finance, Financial Services, Wealth Management | Nasik, Maharashtra, India |
|
|
NFP NFP is a insurance broker and consultant that cares deeply about their employees' and clients' well-being. NYSE:NFP |
Consulting, Financial Services, Insurance, Wealth Management | New York, New York, United States |
|
Envestnet Envestnet is a provider of technology-enabled investment and practice management solutions to financial advisors. NYSE:ENV |
Architecture, Financial Services, FinTech, Wealth Management | Chicago Heights, Illinois, United States |
|
|
M1 Holdings The Finance Super App |
Finance, Financial Services, FinTech, Wealth Management | Chicago, Illinois, United States |
|
|
Catch Catch is a platform that offers health insurance, retirement plans, and tax withholding for freelancers without benefits. |
Financial Services, FinTech, Freelance, Health Insurance, Insurance, Personal Finance, Retirement, Wealth Management | New York, New York, United States |
|
|
Arch Arch digitally manages private investment operations for investors and investment advisors. |
Hedge Funds, Real Estate Investment, Software, Venture Capital, Wealth Management | New York, New York, United States |
|
|
Facet Wealth Facet Wealth is a provider of financial and wealth management services used to simplify the financial planning process. |
Finance, Financial Services, Wealth Management | Baltimore, Maryland, United States |
|
|
Kristal.AI Kristal.AI develops a digital private wealth platform designed to make premium investments available to the masses. |
Banking, Financial Services, FinTech, Wealth Management | Singapore, Central Region, Singapore |
|
|
Bondora Bondora offers access to the world of investing and earn a reliable net return, without all the complexities. |
Consumer Lending, Finance, Financial Services, FinTech, Wealth Management | Tallinn, Harjumaa, Estonia |
|
|
CAPTRUST CAPTRUST Financial Advisors offers wealth management and retirement plan consulting services to individuals. |
Consulting, Customer Service, Financial Services, Retirement, Wealth Management | Raleigh, North Carolina, United States |
|
|
Yieldstreet Yieldstreet is an alternative investments platform that provides retail investors with access to income-generating investment products. |
Finance, Financial Services, FinTech, Wealth Management | New York, New York, United States |
|
|
Bite Investments Bite is a global fintech company that provides software-as-a-service (SaaS) to asset managers and enhances connectivity to investors. |
Asset Management, Financial Services, FinTech, Wealth Management | London, England, United Kingdom |
|
HighTower Advisors HighTower is a financial services company providing solutions for high-net-worth and institutional clients. |
Finance, Financial Services, Wealth Management | Chicago, Illinois, United States |
|
|
Insigneo Insigneo is a leading international wealth management firm that empowers independent investment professionals |
Advice, Asset Management, Finance, Trading Platform, Wealth Management | Miami, Florida, United States |
|
|
TTEC TTEC is one of the technology and services innovators that provides end-to-end, digital CX solutions. NASDAQ:TTEC |
Information Technology, Open Source, Outsourcing, Software, Wealth Management | Englewood, Colorado, United States |
|
|
SoFi SoFi is a finance company that offers a range of lending and wealth management services. NASDAQ:SOFI |
Financial Services, FinTech, Life Insurance, Wealth Management | San Francisco, California, United States |
|
MVB Bank MVB Bank provides financial services to individuals and corporate clients in the Mid-Atlantic region. NASDAQ:MVBF |
Banking, Employee Benefits, Financial Services, Wealth Management | Fairmont, West Virginia, United States |
|
|
Lendtable Lendtable provides income-constrained individuals with wealth-building cash advances. |
Credit Cards, Financial Services, FinTech, Personal Finance, Wealth Management | San Francisco, California, United States |
|
|
Sentieo Sentieo provides the first financial intelligence platform specifically designed for the research needs of investors. |
Analytics, Financial Services, FinTech, Hedge Funds, Market Research, SaaS, Search Engine, Wealth Management | San Francisco, California, United States |
|
|
Secfi Secfi works with startup employees and founders to provide equity planning and stock option financing. |
Financial Services, FinTech, Wealth Management | San Francisco, California, United States |
|
|
First Citizens Bank First Citizens Bank provides banking services, essential business and professional services, wealth management capabilities, and more. NASDAQ:FCNCA |
Banking, Finance, Financial Services, Insurance, Lending, Payments, Wealth Management | Raleigh, North Carolina, United States |
|
|
Warren Brasil Warren is an investment platform and house of wealth management that transforms the habit of investing. |
Financial Services, FinTech, Information Technology, Trading Platform, Wealth Management | Porto Alegre, Rio Grande do Sul, Brazil |
|
|
Finhay Finhay is a wealth management platform that helps individual investors micro-invest in mutual funds. |
Financial Services, FinTech, Impact Investing, Wealth Management | Hanoi, NA - Vietnam, Vietnam |
|
|
Oakworth Capital Bank Oakworth Capital Bank is an investment management company focused on providing custom banking and wealth management solutions. |
Banking, Financial Services, Venture Capital, Wealth Management | Birmingham, Alabama, United States |
|
|
Wealthfront Wealthfront is a next-gen banking service that helps manage money for both short-term and long-term wealth. |
Financial Services, FinTech, Personal Finance, Stock Exchanges, Wealth Management | Palo Alto, California, United States |
|
|
Wealth Enhancement Group Wealth Enhancement Group offers customized financial planning and investment management services. |
Financial Services, Risk Management, Wealth Management | Plymouth, Minnesota, United States |
|
|
UNest UNest is an app that makes it easier than ever for parents to invest and save for their kids' future. |
Apps, Finance, Financial Services, FinTech, Mobile, Wealth Management | North Hollywood, California, United States |
|
|
ETON Solutions ETON Solutions is a third-generation wealth management technology firm for the family office and multi-family office market. |
Computer, Software, Wealth Management | Morrisville, North Carolina, United States |
|
Goalwise Goalwise is a mutual fund investment platform that provides an investment plan to achieve financial goals. |
Financial Services, FinTech, Impact Investing, Wealth Management | Bengaluru, Karnataka, India |
|
|
Getquin getquin is the social network for investors. |
Financial Services, FinTech, Impact Investing, Wealth Management | Berlin, Berlin, Germany |
|
|
Boosted.ai Boosted.ai is an artificial intelligence company that enhances portfolio management outcomes for the global financial industry. |
Artificial Intelligence, Finance, Machine Learning, Software, Wealth Management | Toronto, Ontario, Canada |
|
|
Sarwa Sarwa is an online platform that makes investing in global markets simple and affordable for investors in the Middle East. |
FinTech, Wealth Management | Dubai, Dubai, United Arab Emirates |
|
|
Hugosave A digital companion empowering you to spend, save and invest through an inclusive and easy-to-understand wealthcare journey. |
Finance, Financial Services, FinTech, Information Technology, Mobile Payments, Payments, Personal Finance, Trading Platform, Wealth Management | Singapore, Central Region, Singapore |
|
|
Kapital Data-driven neo-bank for SMBs in LATAM |
Asset Management, Finance, Financial Services, FinTech, Mobile Payments, Wealth Management | Mexico City, Distrito Federal, Mexico |
|
|
LIQID LIQID is a digital asset manager focused on the investment needs of affluent private clients. |
Financial Services, FinTech, Wealth Management | Berlin, Berlin, Germany |
|
|
Boast Boast is a fintech platform that helps companies identify, claim, and finance R&D tax credits and government incentives. |
Apps, Artificial Intelligence, Customer Service, Finance, Financial Services, FinTech, Mobile, Small and Medium Businesses, Wealth Management | San Francisco, California, United States |
|
|
Akulaku Akulaku is a banking and digital finance platform that provides a variety of virtual payment services. |
Banking, Financial Services, FinTech, Insurance, Wealth Management | Jakarta, Jakarta Raya, Indonesia |
|
|
Equisoft Equisoft is a business-first technology company dedicated to helping insurance and wealth management organizations reach their goals. |
FinTech, Information Services, Information Technology, Insurance, SaaS, Software, Wealth Management | Montréal, Quebec, Canada |
|
|
Coinpanion Coinpanion makes investing in digital assets as easy as investing in stocks with ETFs. |
Asset Management, Bitcoin, Cryptocurrency, Finance, Financial Services, FinTech, Trading Platform, Wealth Management | Vienna, Wien, Austria |
|
|
SwissBorg The SwissBorg project aim to revolution wealth management solutions with a community centric approach powered by Ethereum |
Blockchain, Communities, Financial Services, FinTech, Wealth Management | Lausanne, Vaud, Switzerland |
|
|
D1g1t d1g1t is a digital wealth management platform powered by analytics that offers advanced, transparent portfolio management services. |
Analytics, Financial Services, FinTech, Management Information Systems, Wealth Management | Toronto, Ontario, Canada |
|
|
Bambu Bambu is a leading global provider of digital wealth technology for financial and technology industries. |
Artificial Intelligence, Financial Services, FinTech, Information Services, Software, Wealth Management, Web Development | Singapore, Central Region, Singapore |
|
First Foundation First Foundation provides integrated investment management, wealth planning, consulting, trust, and banking services. NASDAQ:FFWM |
Banking, Financial Services, Insurance, Wealth Management | Irvine, California, United States |
|
|
Business First Bank Business First Bank a suite of banking solutions, including personal and commercial banking, treasury management, and wealth solutions. |
Banking, Finance, Financial Services, Insurance, Venture Capital, Wealth Management | Baton Rouge, Louisiana, United States |
|
|
Kuvera.in An online platform for mutual fund investments. |
Commercial, Financial Services, FinTech, Wealth Management | Bangalore, Karnataka, India |
|
|
Practifi Practifi is a business management platform for financial services that provide financial advice for businesses and firms. |
CRM, Financial Services, FinTech, SaaS, Wealth Management | Sydney, New South Wales, Australia |
|
|
Covr Financial Technologies Multi-carrier, digital life insurance platform that is white-labeled and distributed through financial institutions |
Financial Services, FinTech, Insurance, InsurTech, Life Insurance, Wealth Management | Hartford, Connecticut, United States |
|
|
Delio Delio is a white label technology offering that enables wealth management firms, private banks and other financial institutions. |
Banking, Financial Services, FinTech, Information Technology, Wealth Management | Cardiff, Cardiff, United Kingdom |
|
|
Savart Savart is a wealth management platform that assists in investing stocks and mutual funds. |
Advice, Crowdfunding, Financial Services, FinTech, Stock Exchanges, Wealth Management | Hyderabad, Andhra Pradesh, India |
|
Clarity Money Clarity Money empowers and saves you money with transformative financial organization, transparency and advocacy. |
Big Data, Finance, Financial Services, FinTech, Wealth Management | New York, New York, United States |
|
|
Wealth Wealth is a comprehensive digital estate planning platform. |
Financial Services, FinTech, Wealth Management | Phoenix, Arizona, United States |
|
Avendus Future Leaders Avendus Future Leaders is a financial services firm, which along with its associates, provides. |
Asset Management, Banking, Finance, Financial Exchanges, Financial Services, Wealth Management | Mumbai, Maharashtra, India |
|
|
Atlantic Capital Bank Atlantic Capital Bank is a commercial bank that offers banking services and solutions for middle market and emerging growth companies. NASDAQ:ACBI |
Banking, Financial Services, FinTech, Payments, Wealth Management | Atlanta, Georgia, United States |
|
|
Harness Wealth Harness Wealth provides the next generation of builders confidence in their best financial future. |
Consulting, Financial Services, FinTech, Wealth Management | New York, New York, United States |
|
|
Lu.com Lu.com is an online marketplace for trading of financial assets. NYSE:LU |
Finance, Financial Services, FinTech, Marketplace, Wealth Management | Shanghai, Shanghai, China |
|
|
Janus Health Janus is leapfrogging the low-code, no-code solutions of today by developing a vertically integrated process improvement platform. |
Health Care, Management Information Systems, Wealth Management | Chicago, Illinois, United States |
|
CAN Capital CAN Capital provides capital to small and medium-sized businesses, using its own real-time platform and risk-scoring models. |
Business Development, Commercial Lending, Finance, Financial Services, FinTech, Lending, Wealth Management | Kennesaw, Georgia, United States |
|
|
FarmTogether FarmTogether is a technology-enabled farmland investment platform that allows direct ownership of institutional quality farmland. |
Agriculture, Farming, Financial Services, Wealth Management | San Francisco, California, United States |
|
Netwealth Netwealth is an online wealth management service that brings together an experienced team, user-friendly technology and lower fees. |
Finance, Financial Services, FinTech, Wealth Management | London, England, United Kingdom |
|
|
AnFin AnFin is a fintech company building the most innovative products in the wealth management and brokerage space. |
Financial Services, FinTech, Stock Exchanges, Trading Platform, Wealth Management | Ho Chi Minh City, NA - Vietnam, Vietnam |
|
|
Resuelve Tu Deuda Resuelve tu Deuda help people with problems of over-indebtedness & who can no longer pay their debts, providing legal & financial advice. |
Finance, Financial Services, FinTech, Wealth Management | Miguel Hidalgo, Distrito Federal, Mexico |
|
|
CapIntel CapIntel is an investment sales platform used by thousands of financial advisors and asset management sales teams in North America. |
Asset Management, Financial Services, FinTech, Software, Wealth Management | Toronto, Ontario, Canada |
|
Wintrust Financial Wintrust offers the products and technology of the big banks but pairs it with exceptional service. NASDAQ:WTFC |
Financial Services, Wealth Management | Rosamond, Illinois, United States |
|
|
Quantifeed Quantifeed is a provider of digital wealth management solutions to financial institutions in Asia. |
Banking, Finance, Financial Services, FinTech, Wealth Management | Sheung Wan, Hong Kong Island, Hong Kong |
|
|
Finary Finary is a platform that allows everybody to track and manage their wealth online. |
Financial Services, FinTech, Personal Finance, Wealth Management | Paris, Ile-de-France, France |
|
Acorns Acorns is a finance company that allows individuals to round up purchases and automatically invest the change. |
Finance, Financial Services, FinTech, Wealth Management | Irvine, California, United States |
|
TNG FinTech Group TNG Fintech Group is an investment holding company focused on impact investment in companies that provides financial and digital inclusion. |
Banking, Financial Services, FinTech, Impact Investing, Mobile Payments, Payments, Social Impact, Wealth Management | North Point, Hong Kong Island, Hong Kong |
|
|
GeoWealth, LLC GeoWealth is an end-to-end technology platform and turnkey model marketplace. |
Advice, Asset Management, Finance, Financial Services, FinTech, Marketplace, Wealth Management | Chicago, Illinois, United States |
|
EQUITYMULTIPLE EquityMultiple is a platform that makes real estate investing simple, accessible, and transparent. |
Crowdfunding, FinTech, Personal Finance, Real Estate, Real Estate Investment, Wealth Management | New York, New York, United States |
|
|
IIFL Wealth Management IIFL Investment Management is a wealth and asset management company in India. NSE:IIFLWAM |
Asset Management, Banking, Financial Services, Wealth Management | Mumbai, Maharashtra, India |
|
|
Envel Envel is a next-generation mobile banking platform that allows users to have control over their finances in real-time. |
Artificial Intelligence, Banking, Financial Services, FinTech, Wealth Management | Boston, Massachusetts, United States |
|
Nest Wealth Nest Wealth is Canada’s first SaaS-based digital wealth management platform. |
Financial Services, FinTech, SaaS, Wealth Management | Toronto, Ontario, Canada |
|
|
InvestSuite InvestSuite is a global fintech providing automated investment solutions to financial institutions of all sizes. |
Asset Management, Financial Services, FinTech, Software, Trading Platform, Wealth Management | Louvain, Vlaams-Brabant, Belgium |
|
|
Iris Iris is a social trading stock app which allows users to connect a brokerage account and follow friends' trades/portfolios in real time. |
Finance, FinTech, Personal Finance, Social Media, Wealth Management | Santa Monica, California, United States |
|
|
Purefacts Financial Solutions A WealthTech100 Company, PureFacts provides global enterprise wealth management and asset management solutions. |
Asset Management, Consulting, Financial Services, FinTech, Software, Wealth Management | Toronto, Ontario, Canada |
|
|
AntMoney AntMoney is an Embedded investment functionality platform that provides investment advisory services. |
Finance, Financial Services, FinTech, Wealth Management | Newport Beach, California, United States |
|
|
Cowrywise Cowrywise is a FinTech company that democratizes access to premium financial services by making these services available to the mass market. |
Financial Services, FinTech, Personal Finance, Wealth Management | Lagos, Lagos, Nigeria |
|
|
Tillit Tillit is a DIY investment platform for retail investors offering funds across regions, asset classes, and styles. |
Financial Services, FinTech, Wealth Management | London, England, United Kingdom |
|
WeInvest WeInvest enables individual investors to discover investment opportunities across real estate, mutual funds, and deposits. |
Financial Services, FinTech, Internet, Real Estate Investment, Wealth Management | Singapore, Central Region, Singapore |
|
|
Tribevest Inc. Tribevest is OS & banking platform for Investor Groups |
FinTech, Personal Finance, Real Estate Investment, Wealth Management | Columbus, Ohio, United States |
|
Wealthify Wealthify offers effortless, transparent, and affordable investing for everyone. |
Asset Management, Finance, Financial Services, FinTech, Wealth Management | Penarth, Vale of Glamorgan, The, United Kingdom |
|
|
Edquity Edquity offers a college financial planning app for high school and college students. |
Education, Financial Services, Mobile Apps, Wealth Management | Brooklyn, New York, United States |
|
|
Nucoro Nucoro enables financial institutions to build digital savings, investment and wealth management propositions at speed and scale. |
Asset Management, Banking, Finance, Financial Services, FinTech, Insurance, Wealth Management | London, England, United Kingdom |
|
|
Clearstead Clearstead is a wealth management firm that offers investment consulting and financial solutions. |
Advice, Financial Services, Wealth Management | Cleveland, Ohio, United States |
|
|
Rise Vest Technologies Global Dollar Investments plans for everyone. |
Finance, Financial Services, Information Technology, Real Estate Investment, Wealth Management | Yaba, Lagos, Nigeria |
|
|
Finhabits Finhabits is the leading fintech for U.S. Latinos. |
Finance, Financial Services, FinTech, Health Insurance, Personal Finance, Small and Medium Businesses, Wealth Management | New York, New York, United States |
|
|
Freetrade Freetrade is a challenger stockbroker that offers free share trading in mobile phones. |
Financial Services, FinTech, Personal Finance, Wealth Management | London, England, United Kingdom |
|
|
FINVIA Family Office FINVIA Family Office is a family office that navigate assets holistically, intelligently and independently. |
Asset Management, Financial Services, Wealth Management | Frankfurt, Hessen, Germany |
|
|
Koshex Automating wealth creation for 400M Indian Millennials |
Financial Services, FinTech, Wealth Management | Bengaluru, Karnataka, India |